CPC
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Consolidated Planning Corp’s Merck MRK Stock Holding History

Consolidated Planning Corp’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$494K Sell
3,842
-174
-4% -$20.4K 0.07% 103
2026
Q1 		$483K Sell
4,016
-64,364
-94% -$7.43M 0.08% 93
2025
Q4 		$7.2M Buy
68,380
+64,641
+1,729% +$6.07M 0.73% 40
2025
Q3 		$314K Buy
3,739
+375
+11% +$30.9K 0.03% 161
2025
Q2 		$266K Sell
3,364
-1,386
-29% -$110K 0.03% 165
2025
Q1 		$426K Sell
4,750
-4
-0.1% -$373 0.06% 138
2024
Q4 		$473K Sell
4,754
-43,611
-90% -$4.5M 0.06% 132
2024
Q3 		$5.49M Sell
48,365
-1,230
-2% -$146K 0.82% 40
2024
Q2 		$6.14M Buy
49,595
+4,955
+11% +$638K 1.01% 29
2024
Q1 		$5.89M Buy
44,640
+1,794
+4% +$221K 1.01% 31
2023
Q4 		$4.67M Buy
42,846
+1,296
+3% +$135K 0.87% 33
2023
Q3 		$4.28M Buy
41,550
+2,078
+5% +$224K 0.95% 34
2023
Q2 		$4.55M Buy
39,472
+2,387
+6% +$271K 0.96% 32
2023
Q1 		$3.95M Buy
37,085
+9,354
+34% +$1.01M 1.02% 31
2022
Q4 		$3.08M Buy
27,731
+24,193
+684% +$2.47M 0.85% 37
2022
Q3 		$305K Buy
3,538
+280
+9% +$25K 0.1% 92
2022
Q2 		$297K Buy
3,258
+550
+20% +$48.8K 0.09% 93
2022
Q1 		$222K Sell
2,708
-2
-0.1% -$158 0.15% 58
2021
Q4 		$208K Hold
2,710
– – 0.13% 63
2021
Q3 		$204K Sell
2,710
-35
-1% -$2.66K 0.13% 61
2021
Q2 		$213K Sell
2,745
-305
-10% -$22.7K 0.16% 54
2021
Q1 		$224K Hold
3,050
– – 0.14% 48
2020
Q4 		$238K Hold
3,050
– – 0.16% 45
2020
Q3 		$241K Hold
3,050
– – 0.18% 39
2020
Q2 		$225K Buy
3,050
+107
+4% +$8.05K 0.22% 37
2020
Q1 		$216K Buy
2,943
+105
+4% +$8.25K 0.27% 35
2019
Q4 		$246K Buy
+2,838
New +$233K 0.24% 37

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Consolidated Planning Corp's MRK Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Merck (MRK) stake by 4.3% in Q2 2026, selling an estimated $20.4K and leaving 3,842 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #103.

Consolidated Planning Corp first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.2M in Q4 2025. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Consolidated Planning Corp held 3,842 shares of Merck worth $494K as of Q2 2026.
  • Consolidated Planning Corp sold 174 Merck shares in Q2 2026, an estimated $20.4K.
  • Merck made up 0.07% of Consolidated Planning Corp's portfolio in Q2 2026, its #103 holding.
  • Consolidated Planning Corp first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's Merck position peaked at $7.2M in Q4 2025.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.